Institutional Ownership Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM). We have compiled data on the 4,760 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
3,105
shares
|
$353,721
0.15% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,104
shares
|
$353,607
0.18% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
3,094
shares
|
$352,468
0.17% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
3,089
shares
|
$351,898
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
3,089
shares
|
$351,898
0.31% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,082
shares
|
$351,101
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,066
shares
|
$349,278
0.04% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,065
shares
|
$349,164
0.09% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
3,056
shares
|
$348,139
0.08% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,043
shares
|
$346,658
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,031
shares
|
$345,291
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
3,027
shares
|
$344,835
0.31% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
3,025
shares
|
$344,608
0.29% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,023
shares
|
$344,380
0.11% of portfolio
|
Q4 2023
Added 3.07%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
3,020
shares
|
$344,038
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
3,014
shares
|
$343,354
0.2% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,014
shares
|
$343,354
0.07% of portfolio
|
Q2 2025
Added 76.57%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,009
shares
|
$342,785
0.09% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
3,007
shares
|
$342,557
0.11% of portfolio
|
Q1 2025
Reduced 33.69%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
3,003
shares
|
$342,101
0.28% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
3,001
shares
|
$341,873
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$341,760
0.34% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,994
shares
|
$341,076
0.12% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
2,994
shares
|
$341,076
0.26% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
2,988
shares
|
$340,392
0.13% of portfolio
|
Q1 2025
Reduced 2.23%
|